Pipedrive 사용 후기 및 리뷰

Pipedrive - selected ahead of HubSport

주석: Very happy so far with PipeDrive - agonised initially about using it because of weaker marketing automation features and 1000 email limit on emails, but still its quick and easy to use and less 'how do you do that' than any of the other five or so CRM's we experimented with. Strongly recommend.

장점:

Well integrated CRM that works. Clear, easy-to-navigate from company to lead to deal. Does not try to pretend to be a jack-of-all-trades. An excellent integrations universe provides options for superior specialist apps to provide improved functionality in that area of speciality. Looking at you Ontraport. Pricing is reasonable:- we are paying £150 for three users. Not cheap - its on the edge of our own affordability, but not as expensive as the frankly ridiculous HubSpot pricing. Nice free trial process and easy to start without nonsense of having to be sold to be some US-based rep for which I just do not have the time. Keap lost out to us here...

단점:

Maximum of 1 000 names on an email. Even as a small SaaS business we will be hitting this limit with six months. The work around is relatively simple: we have used MailChimp, for which there is a great integration in PipeDrive. Using MailChimp means we do not need PipeDrive Professional (and MailChimp is cheaper than the extra cost of Professional over Advanced) but I would rather pay a bit more for an integrated solution. Design is perhaps not as slick as HubSpot, but the ease of adding additional fields to contacts, jumping between companies and contacts is better. Weak/no LinkedIn integration. Surely this must be the most important tool for B2B lead gen? Really should be more tightly integrated (e.g. add a lead directly from LinkedIn)

Great for efficiency & simplicity

주석: I’m really pleased with the improved efficiency we’ve achieved by switching to Pipedrive and I can’t see us moving away anytime soon.

장점:

It’s incredibly easy to move data from your old CRM and set up your pipelines. Even easier to manage opportunities at every stage. The alerts, activities and send from Pipedrive features are great for keeping organised and the forecasting function is decent too.

단점:

It is geared around the sales process/kanban view so can be a little limiting when using it as a hybrid marketing & sales CRM. The insights dashboard building area is good but it doesn’t allow you to create bespoke charts/tables for every possible data point (fair enough for the price point).

Great Tool For A Great Price

주석: Overall it is a great tool that has great potential and I hope they improve on areas where they fall behind their competitors

장점:

Pipedrive is great, it has a simple workflow while allowing a lot of customisation

단점:

The email feature is lacking, considering the competition's features set in this area.

Pathetic Customer Support

주석: CRM platform is good but lack of good and active customer support, you can run your show for longer and waste your money.

장점:

The most economical CRM platform. Good and handy tool. One can segregate the list by creating unique label, field and filter to it. Also, very easy to keep track of the activities. Wonderful features.

단점:

Customer Support, CRM's customer support is of no use. When you explain your problems to them, they keep on asking 1000 question more, share print screen more, but unable to solve the problem. I requested them again and again to come online and support me, but they are unable to do it.

Solid CRM tool well-integrated with the apps ecosystem

주석: First time using Pipedrive, after years of experience using Salesforce and Hubspot, and I really enjoy the user-centered experience. The tool has allowed us to build powerful sales automation (Activecampaign, Zapier, Calendly, Clickfunnels, etc) to empower our team to focus on closing more deals.

장점:

Very intuitive CRM, with solid integrations with other apps through Zapier.

단점:

The licence is not cheap and it was difficult to migrate data seamlessly from one pipedrive account to another.

The unrivaled CRM in the industry

주석: Pipedrive stands out as my top choice among CRMs, having thoroughly evaluated over a dozen options. I consistently recommend it to my clients due to its exceptional versatility with third-party integrations. Additionally, I suggest it to beginners because of the extensive features available even with the top-tier package, which remains one of the most affordable options on the market.

장점:

I appreciate Pipedrive's straightforward user interface, its flexibility for customization, and its extensive range of integrations, which is unmatched in its category. I would even describe it as modular, as you can easily add almost any feature you desire through third-party integrations. This ensures that you're never restricted by the limitations of what Pipedrive may not excel at. On the other hand, if you prefer an all-in-one solution, Pipedrive still outperforms its competitors in this aspect.

단점:

I'm not particularly fond of how certain basic features are restricted to higher-priced plans. While I lean towards the 'modular' setup, the lowest-priced plan is the most logical choice for me. However, I do miss some features like prioritizing important fields based on the deal or the stage of the person/organization in the pipeline. In the past, I subscribed to Pipedrive's top-tier package, but I found the automation features to be underwhelming. They are somewhat limited, and the triggers don't always function as expected.

Great Starter CRM for New Users

장점:

Very easy to enter new contacts into the system, or to do a bulk import. Very Easy to search for contacts via the search query, including custom fields. You can select multiple contacts at the same time and edit their information in a multiselect format. Very easy to create custom columns that will enable you to organise the information that you need.

단점:

Not the best with organising tasks automatically or checking for overlapping tasks.They do not have a lead generation tool in the form of a lead capture technology or widget.Does not have an email marketing integration like more modern Real Estate CRM's

Solid Entry for CRM Market

주석: Pipedrive has been a staple for our Business Development Team as we've expanded rapidly over the last few years. As we've built it out for our team's workflows, we've created a solid systems for maintaining prospect records and increasing efficiency of our team.

장점:

The ease of use for a user new to a CRM has been great for our growing team. The ability to have people share prospects and notes with each other has helped our team learn from one another as well.

단점:

Some of the integrations with external software can be a bit clunky. We've run a few zapier integrations and direct api integrations with other tools in our tech stack to build up our experience on the platform.

Best CRM to optimize Sales processes

주석: My experience with Pipedrive has been good overall. Our company decided to implement this platform to manage all the information related to clients and business and it has successfully met all our needs.

장점:

I really love the Pipedrive's UX. It's extremely intuitive and easy to use.

단점:

The main one in my opinion is that I can't have as much freedom to manipulate data in the dashboard section.

Great tool for tracking your sales

주석: Overall a positive experience, that helped me get an understanding on where I'm having a problem in the client sales funnel, and why I'm not converting as much as I should

장점:

The ability to segregate different types of customers into different funnels - and set them up so they fit your personal tracking preferences.

단점:

Some of the integrations are a little bit harder to pull off

Great for a small business with a small team

주석: Our team is satisfied with Pipedrive so far because it is the only tool we could find that does what we need. We would love for more features to be added, but at present it is working for us.

장점:

Pipedrive is easy to use and usually doesn't require tons of reading to understand how it works. They have some great videos to help with anything that might come up and I am very happy with their customer support. They usually get back to me within a few hours at the latest. It's a great tool for someone who wants something that is simple to use and doesn't cost an arm and a leg. The features are great for our small team to keep track of emails, leads and lead stages all from within one dashboard.

단점:

There are a few things that would have made it way more useful for our use case. One of these is the inability for one team member to view the mail tracking features on emails sent my other members. I person A sends an email to client 1, I cannot see the mail tracking feature to see if the client read the email or not. I have to ask each team member individually if their client "saw" their email. Another common issue is syncing. Sometimes, the platform is unable to sync emails from other accounts like Hey and it takes us a lot of time getting them to show up within the system.

PipeDrive is the best "Beginner" CRM Platform out there!

주석: PipeDrive is functional CRM platform and a viable/cheaper alternative to SalesForce and other counterparts. It is easy to use and has a wonderful graphical interface. If you are a budding enterprise, PipeDrive is the software for you. If you're a full-fledged corporate, I'd personally recommend you evaluate other options because although PipeDrive is amazing, it still sports limited functionality that won't do a large company any justice.

장점:

1) You can send emails directly from the platform! This gives you an edge on your communication efforts and helps you trigger alerts, get notifications and manage a large volume of clients - often simultaneously. 2) The interface is very easy to use and there is no steep learning curve necessary for one to get accustomed to the platform. This also encompasses of how easy it is to navigate through the platform. 3) PipeDrive can seamlessly integrate with many third party service providers. We have had no problems integrating PipeDrive with MailChimp, Slack, Gmail, LinkedIn, etc 4) PipeDrive will never let your leads go stale. Leads that need following up with will be highlighted based on the criteria designed by the user. Intuitive icons beside each lead can give you a detailed picture as to what stage of your business process the lead is on and what required action needs to be taken. 5) PipeDrive makes it super easy to enter leads and move them through various stages of your business process. 6) Inter-departmental communication is a breeze. I've noticed a strong synergy between our sales and marketing department after implementing PipeDrive in our organization. It's very convenient to identify high potential leads and PipeDrive eliminates the need of trying to give the next department a detailed back-story about leads during a hand-off. This saves a LOT of time. 7) Dashboards can help you evaluate and track project progress at a glance.

단점:

1) We are unable to send one email to multiple contacts. Right now, we have to send them out one after the other. Sincerely wish they look into this. 2) Usually hands when processing large volumes of data. 3) Not suitable for large firms and organizations. I deem this to be an entry/Beginner CRM platform. 4) There aren't any built-in marketing and contract management tools.

Avoid this software unless you like terrible support + constant problems with features.

주석: The fact is, there are SERIOUS issues with this software, their support do NOT know what they are doing at all... if you report an issue, their 'engineering' team will tell you its 'supposed' to work like that instead of fixing the issue (for example, you can select a calendar in google calendars, it then doesn't work right, and they will blame how the calendar was created, but there is no guide on how to create a calendar properly, you can select the calendar that is of a wrong time, and there is no warning that it wont work correctly to scheduler people until you start getting double booked.) As an experience development agency owner of 15+ years, these guys need to seriously learn what customer centric design is, and train their engineering team as they seem to live in some kind of 'programmers' bubble. Their first tier support staff need serious training as they cant do anything troubleshooting wise and expect you to spend hours upon hours to troubleshoot the issue for them even if they can replicate the issue. Customers would be VERY UPSET to know the issues we've uncovered that were never announced, like MASS email delivery issues... in a sales environment that would cost company's thousands, its cost us at LEAST 10's of thousands in sales before we realised and now send important sales emails via another method

장점:

The pipeline management is good in this tool, it has a good base feature set, the problem is however, that many core things are MISSING or dont work right out the box.

단점:

From the outset, this product looks good value, which is likely why it has so many great reviews, however, the more you use it and the moment you need to contact support, you realise the trouble you've got yourself into. If you are a team greater than one, then DO NOT use this software (remember, you might want to grow in future too).

Pipedrive is a total game changer! Hands down BEST CRM

주석: Our customer service has been phenomenal since implementing Pipedrive! It's extremely rare a new lead or a task for a customer is missed and that only happens from user error (not setting a task for that customer). No more paper files. The activity log Pipedrive keeps of all our employees is an awesome feature too! We have used a few CRMS over the years and this one is by far the BEST. No big issues and we've been using this one since about 2017. Other CRMS are cheaper but like the old saying, you get what you pay for!

장점:

Pipedrive was soooo easy to implement for our company. It is very user friendly and tech support is a email away. The most important aspect of Pipedrive is having all our customer files in a central location, easily accessible to keep notes and to set tasks for ourselves allowing us to provide excellent customer service that was not always perfect just using an Excel spreadsheet. Sorting all of our customers into different pipelines and stages is awesome too! Easily see where everyone is.

단점:

The email feature has not been working. We use Yahoo Small Business for our emails and for some reason our emails unlink from Pipedrive and now we are unable to relink them but that's not a huge issue as each customer file in Pipedrive has it's own link you can paste in the BCC of your customer email and it copies it to that customer's Pipedrive.

My best CRM platform but...

주석: I have been using PD for more than 3 years, and I love it... in fact I recommended it to some colleagues of mine. I used it for a very particular selling task in my job. During first year I increased sales 20%, second year was 2020... and you know. I was preparing it fore this new period, but then one of the sales teams I admire the most in my business began to use another CRM very specific for this sector, and then...

장점:

I think (because i tried others), this is a software with a great ease of use and configurability, and especially it is a software that becomes addictive to use, which returns in profits for your business. Lately, a lot of updates were being made focused on controlling the communication with the client itself. Good Tech Asist too!

단점:

If I have to point a "Con" is about these updates I said before... Every new feature has a limited range of use if you don't want to pay more.

Maximizing Productivity with Pipedrive

주석: I've been using Pipedrive as a CRM for my small business for the past year, and I'm really happy with the results. It's simple for me to track and manage my sales pipeline because to the platform's user-friendly and straightforward design.The ability to customise Pipedrive is one of the features I value the most. I may modify the platform to meet the particular requirements of my company, including by adding custom fields and making unique views and reports.Additionally, the seamless connectivity with other programmes, such Google Calendar and email platforms, has streamlined my routine.Overall, Pipedrive is a fantastic option for anyone searching for a dependable CRM solution for their company. I have seen a good effect on my bottom line as a result of it helping me to keep organised and on top of my sales targets.

장점:

1. Interface that is simple and easy to use: Pipedrive features an intuitive interface that is user-friendly and makes it simple for users to get started and quickly master using the platform.2. Customizable: Pipedrive users can add custom fields, design unique views, and create bespoke reports to match the particular requirements of their businesses.3. Integration with other tools: Pipedrive has a number of other tool integrations, including with Google Calendar and email systems, which helps to improve workflow and productivity.4. Task and activity management: Users can stay organised and on top of their activities with the help of Pipedrive's powerful task and activity management tools, which include the option to set deadlines and reminders.5. Sales forecasting: Users may predict future sales and make wise business decisions using Pipedrive's sales forecasting features.

단점:

Pricing: Compared to other CRM products on the market, some users may find Pipedrive's pricing to be on the expensive side.Limited integrations: Pipedrive does integrate with a number of tools, but there aren't as many as there are with other CRMs.Lack of some features: Some customers might discover that Pipedrive is deficient in some functionality, such as sophisticated project management or customer support facilities.Pipedrive has limited customization choices, so while it does offer some, some users may not find them to be very accommodating.Complexity: A small learning curve may be necessary for some users to properly utilise all of the platform's features.

A cost-effective CRM solution for businesses with small sales teams

장점:

I like how easy it is to start an operation and gain insights from the deals pipeline. Pipedrive also offers tons of content to introduce and maintain your knowledge about SalesOps and what fits best with your deals workflow. You'll be able to integrate it with almost all the relevant tools for data analysis. Even when it's not native to Pipedrive, you can find the right solution on the marketplace.

단점:

I don't like how the dashboards are structured, eventually we started using other tools and in-house solutions. It gets confusing when you start to create one dash after another... if you don't keep track of it and clean any unnecessary dashboard, you'll find yourself lost among all the legacy charts you created before. But, as long as you keep things organized, you have a great tool to work with.

Pipedrive lost over 6 years' worth of my client notes and data

주석: The good is not worth it if they fail at doing the one thing you need them to do... maintain my client data.

장점:

It was my CRM of choice to maintain my client notes until they lost my data, admitted it, but only offered to cover 50% of 1 year of service for the invaluable loss of 6 years of my data.

단점:

Pipedrive lost over 6 years' worth of my client notes 😡. This data included likes, dislikes, kids' and spouses' names, and all manner of information that are invaluable to business relationships. I have in writing from them that they are responsible, but they claim that as other functions were working, all they are willing to do is refund me HALF of one year's worth of my subscription. Being a CRM, I reminded them that their ONE job is to safeguard my clients' data. They'll likely delete this post, but I would like everyone to know how they safeguard your data and the lousy extent to which they will step up.Thank you for your time,An extremely displeased customer

Pipedrive in the sales area does the job perfectly

주석: Pipedrive is a highly effective tool. They have a huge and active network of third-party partners who actively contribute to the Pipedrive Marketplace. For email marketing, phone calls, and digital signatures, we employ the utilization of three such partner programs.

장점:

In the end, we like Pipedrive because it provides excellent value for the money at all of its subscription tiers. It's quick, straightforward, and centered on the insights of working salespeople. The sales manager might also narrow in on specific metrics to get the information she or he needs.

단점:

A few features are lacking, and that's a problem for us. In particular, the product's generally excellent automations cannot (yet) be triggered by dates, either in the past or the future.

Pipedrive is EXACTLY what our sales/CEO needed.

주석: We used to use endless excel spreadsheets and Dropbox to keep the sales/CEO up to date. This system did not work very well and was not helping our sales team and president/ceo keep up to date on the status of contracts 'in the pipeline'. When I saw an ad on Facebook for Pipedrive, I instantly knew it would be a perfect fit for our organization. It's super easy to use All you need is a browser. No more excel spreadsheets, dropbox accounts, syncing issues etc. The sales team / CEO can add new 'deals' in just a few clicks. When I gave my presentation to Management, they instantly "got it" once I dragged a new deal from the first stage "initial enquiry" to the second state "contact made". When I then updated the deal to indicate that a proposal had been submitted, I dragged the deal over to the "proposal submitted" stage and everyone said "aaaaahhhhhh". Favourite Features: 1. Ease of use. - All you need is a browser and there is a mobile app. 2. Deal stages - You can drag a deal from various stages (use the default or customize with your own sales pipeline) to instantly show what stage your deal is in. You can also have MULTIPLE pipelines. For us, we have a Primary and Secondary Pipeline 3. Creating Activities / Tasks - You can assign tasks such as 'emails, lunches, phone calls, follow ups' etc and have them assigned to users. Those users get automatic email reminders the morning the task is due. 4. Indications for overdue Activities / Tasks - You can instantly see (via a green, grey, yellow or red) Icon next to each deal if you have a task that is due today, or overdue, or no task assigned yet. 5. Reporting - You can instantly see in the 'dashboard' your current sales performances such as deals won (and for how much), the dollar amount of deals in the pipeline for each week, month or quarter etc, deals lost etc. 6. Email functionality - You do not have to manually copy / paste emails into Pipedrive deals. If you use the deal specific bcc address, all information in the email is automatically entered into that deal. 7. File uploads - You can upload your presentations, proposals straight into pipedrive. 8. Customization - Just about everything is customizable. 9. Deal Rotting - Deals are highlighted in red when they are 'rotting' meaning no activity over the past X number of days. 10. Dollar Amounts - Each deal can be given a dollar amount.

장점:

Ease of use. Deal Rotting Deal dollar amounts Dragging deals from the various stages Multiple Pipelines Outlook Email Integration Mobile App Everything is customizable File uploads Weighted deal dollar amounts Color coded icons for activites that are due, expired, or have not been assigned yet emails for activities that are due that day.

단점:

Sometimes when you add a deal, you ahve to refresh in order for it to show. Also when you edit a deal and add a note for example, that deal moves to the bottom or top of the list in that various stage. It would be better if that deal stays where it currently is in that stage, even if you update something in that deal.

EASY PEASY!

주석: We haven't found a better system for the price or one that didn't require another 6-month long "consultant" to customize it, only to learn that what we really wanted was not doable. I'm finished searching for and customizing CRM's because Pipedrive has done the job well-enough for us.

장점:

We have tried and bought countless CRM's for our small Commercial Real Estate firm. We've spent over $100,000 reviewing, consultants, setting-up time (dedicated payroll) and purchasing the CRM software. No matter how many times we try to move-on to the latest and greatest CRM software with all the newest features, we keep going back to Pipedrive. The simplicity, clean layout, customization (without a consultant) and price just keeps us coming back to Pipedrive. We can make countless custom form fields, add phone, text, chat, IVR, email. They have a generic version of AI which looks up a contacts Social Media info and business data. There are management controls and reporting. The software could be more robust and add more Multi-Channel marketing features, but we haven't found a better system for the price or one that didn't require another 6-month long "consultant" to customize it, only to learn that what we really wanted was not doable. I'm finished searching for and customizing CRM's because Pipedrive has done the job well-enough for us.

단점:

The software could be more robust and add more Multi-Channel marketing features. We prefer CRM's that have all of the communication features included, such as email, chat, text, call, etc. Recently, Pipedrive added a phone system, but you are required to upgrade to a "Pro" account. We would prefer to just pay for the feature per agent, vs increasing the price for all of our agents for a simple feature like adding a phone, etc.

Pipedrive-Great workflow! (when it's flowing, that is)

주석: We have been very happy with Pipedrive as a CRM program. It's relatively clean and user-friendly. It manages our customer database extremely well and makes the flow of adding customers, handling issues and ending our relationship with them easy. The automatic features are a huge timesaver when they work properly, 90% of the time and a big time-suck when they don't. A slightly less cluttered menu and contact card would be nice though. They have been receptive to feedback and are already planning changes for 2023.

장점:

Pipedrive is simple to use and very easy to see what's happening visually. It's great for onboarding new team members and pulling data and information you need if it's not overly complicated. It has some great features like customizable data fields and pipelines and workflow automations that will automatically send emails or generate tasks for you as you work and move pieces. It integrates with many high demand products like Textline, Gmail and more. The storage has been fantastic.

단점:

As soon as Pipedrive makes a change, something goes wrong. It seems everytime the software is updated there is a glitch to be fixed. Or if we attempt to make changes to automations, we lose the feature of auto-generation for a time being. Their help-chat is not all that helpful unless you commit to staying on with them and hammering out the issue until they send it to the engineers/developers. There are some limits to what web forms and automations can do at this time. The "insights" feature and dashboard are clunky and not inuitive for charting your company's progress. Even more frustrating, you can't seem to eliminate pieces you don't use so the side menu gets filled with pieces like "marketplace" and "products" that you may not even use.

A Great Choice in CRM

주석: Overall, my experience with Pipedrive has been very positive. The software's user-friendly interface, powerful reporting and analytics features, and sales management tools make it a top choice for businesses looking to improve their sales performance. If you're in the market for a reliable CRM software that's easy to use and packed with features, then I highly recommend checking out Pipedrive.

장점:

I have had the opportunity to explore and evaluate Pipedrive software. In my experience, Pipedrive is a highly effective customer relationship management (CRM) software that helps businesses streamline their sales processes. One of the main advantages of Pipedrive is its user-friendly interface, which makes it easy for both sales representatives and managers to use. Additionally, the software offers powerful reporting and analytics features that provide businesses with valuable insights into their sales performance.

단점:

While Pipedrive has many benefits, there are some cons to consider. For instance, the software's pricing model requires businesses to upgrade to a paid plan to access some of its features. Also, some users have reported that the software can be slow to load when working with large amounts of data. Despite these drawbacks, I believe that Pipedrive remains a highly effective tool for managing and optimizing sales operations.

Pipedrive is an exceptional tool for Sales Managers and Sales Teams

장점:

The brilliance of Pipedrive is that by implementing the tool, Sales Managers as well as business owners will find that they simultaneously build best practice Sales Management capability into their businesses. Pipedrive really feels like it has been built by Sales Managers and Sales People, rather than by technical people, as it takes into account the things that frustrate Sales Teams the most. For example, simplicity and ease of use is essential to ensure that Sales People adopt any new Sales Tool. Pipedrive has really embraced simplicity and ease of use. One company I work with has a team of sales people mostly above the age of 50, who have successfully adopted Pipedrive. For Sales Managers, to have a tool to help them accurately predict whether their sales people are going to miss target, BEFORE it happens, is essential. Pipedrive makes it easy to setup standard sales processes. And to monitor leading measures that will predict future problems. This gives Sales Managers time to take corrective action. The tool also comes with the most powerful data import engine that I've ever worked with. So migrating legacy data into the tool is far easier than with any other tool I've worked with. All in all, I give Pipedrive a big thumbs up.

단점:

This is a minor point because it's easy to work around this problem: Pipedrive's ability to filter deal data an become frustrating as you have to setup pre-defined filters, and you very quickly get bogged down with too many filters. The workaround is to export the data into Excel and manipulate the data from there. Also, the ability to work with a pre-defined set of Products, while available in Pipedrive, is not the tools strong point. I hope to see a more refined implementation of Product capabilities in future releases. Lastly, it's important to note that the pre-defined reporting only starts to make any sense after some history of data is available. Some of the reports make sense after a few weeks of diligent use of the system by the sales team. Other reports will likely only make sense after a few months of system usage. Obviously this problem is relevant to any sales tracking system, not just Pipedrive.

Pipedrive - User review

주석: It is a decent CRM to use for start ups. Doesn't have advanced features like mapping and in depth reporting like Salesforce.

장점:

Sliding feature where opportunities can be moved easily from one tier to another.

단점:

No calling functionality. Email sync also does not work well sometimes. Doesn't track all the emails sent/received